Hello,
These are the latest new features and updates from Reftab for March 2021 – April 2021. These improvements to Reftab’s asset tracking software are built in response to requests from customers. Thanks to you, these updates make the platform more powerful and will improve your day-to-day operations.
New Features
1) Custody confirmation emails. (available to Pro plan subscribers and up)
When assets are on loan, you can send emails to loanees to confirm they still have equipment. As a Reftab admin, this will help ensure the accuracy of your assets over time.
From the loans page, the check boxes will display a new option “Request Verification“.
Your loanees receive an email with a link to a form in which they can reply saying, “yes” they have the equipment or “no” they do not. They can then provide additional notes and add their signature.
Admins can see the status of historical verification requests. To view this, go to an asset and click “Request Custody verification“. Or, view a loanee and on the Assets tab, click “Actions” > “Request Custody Verification“.
2) Convert loanees to user accounts.
When editing a loanee, you’ll now see a button, “Convert to User Account“.
This is helpful if you have loanees that need login access to Reftab. Loanees can not log in, so you will need to convert them to a user account with this button.
3) Preventative maintenance scheduling. (Available to customers with the maintenance module)
You can set preventative maintenance on assets in bulk:
You can customize how often maintenance should occur, which will issue a work order to a technician on schedule.
Click here for a YouTube video to see additional info on our mobile maintenance system.
Report Updates
1) You can now report on consumable transactions.
2) Report on user roles. (Useful for knowing when a user / loanee is deactivated so you’ll know to pickup their equipment.) -> You can automate these reports so you know when a user was removed or disabled from AD.
3) Report on last scan dates of an asset’s barcodes. (Useful for auditing your inventory to know when something was last physically in possession and was scanned)
Admin Updates
1) Main administrator accounts can now be edited.
Click “Settings” > “SubAccounts“. You will now see the main administrator available for edit.
2) More customizations to columns in asset table. For example, you can remove the column for loan status, category, location etc.
What we’re currently working on:
1) Transferring accessories between locations.
With this upcoming feature, spreading accessories across locations will be easier to manage.
2) Adding New Integrations
As Reftab looks to continue integrating with IT departments to ensure maximum usability, data flow and visibility within an organization, we’re working to integrate with popular service desk software and automation management software.
Please reach out to info@reftab.com if you’d like to request a specific integration.
Thanks for reading and please keep the feature requests coming! We’re always excited about improving the platform for our users.
Log into your Reftab account here: https://www.reftab.com/login
